| AUM* | 228,426,397 7% |
| of that, discretionary | 228,426,397 7% |
| Private Fund GAV* | 7,775,655 -6% |
| Avg Account Size | 14,276,650 34% |
| SMA’s | Yes |
| Private Funds | 1 |
Number of Employees 44 -19%
of those in investment advisory functions 32 -20%
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypeOther Private Fund | Count1 | GAV$7,775,655 |